Purchases and Sales Made in Q2 2022 in Apple Inc. (AAPL)
This table provides information about the institutional ownership of Apple Inc. (AAPL) during Q2 2022. The information is specifically focused on institutions that hold shares of Apple Inc..
| Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
|---|---|---|---|---|---|---|---|
|
Jul 22, 2022
Q2 2022
|
James Hambro & Partners
|
SELL
|
- |
-1.46K- 9.74% |
$190K - $261K
|
13.6K
$3.33M
|
|
|
Jul 29, 2022
Q2 2022
|
Schwab Charitable Fund
|
SELL
|
- |
-1.47KClosed |
$191K - $261K
|
0
$0
|
|
|
Jul 05, 2022
Q2 2022
|
Canandaigua National Corp
|
SELL
|
- |
-1.47K- 0.96% |
$191K - $262K
|
153K
$37.5M
|
|
|
Jul 14, 2022
Q2 2022
|
Brio Consultants, LLC
|
SELL
|
- |
-1.47K- 3.75% |
$191K - $262K
|
37.8K
$9.28M
|
|
|
Jul 11, 2022
Q2 2022
|
Glassy Mountain Advisors, Inc.
|
SELL
|
- |
-1.48K- 1.91% |
$192K - $264K
|
75.7K
$18.6M
|
|
|
Jul 18, 2022
Q2 2022
|
Fulcrum Equity Management
|
SELL
|
- |
-1.49K- 49.44% |
$194K - $266K
|
1.52K
$374K
|
|
|
Aug 01, 2022
Q2 2022
|
Western Pacific Wealth Management, LP
|
SELL
|
- |
-1.5K- 2.55% |
$195K - $267K
|
57.2K
$14M
|
|
|
Jul 14, 2022
Q2 2022
|
Planned Solutions, Inc.
|
SELL
|
- |
-1.5K- 7.47% |
$195K - $268K
|
18.6K
$4.56M
|
|
|
Oct 04, 2022
Q2 2022
|
Bull Oak Capital, LLC
San Diego, CA |
SELL
|
- |
-1.5KClosed |
$195K - $268K
|
0
$0
|
|
|
Jul 13, 2022
Q2 2022
|
Orgel Wealth Management, LLC
|
SELL
|
- |
-1.52K- 13.3% |
$197K - $271K
|
9.89K
$2.43M
|
|
|
Aug 05, 2022
Q2 2022
|
Mainstay Capital Management LLC
|
SELL
|
- |
-1.52K- 9.21% |
$198K - $271K
|
15K
$3.68M
|
|
|
Jul 27, 2022
Q2 2022
|
De Dora Capital, Inc.
|
SELL
|
- |
-1.53K- 2.29% |
$198K - $272K
|
65K
$16M
|
|
|
Sep 06, 2022
Q2 2022
|
Fundamentun, LLC
Beachwood, OH |
SELL
|
- |
-1.53K- 1.22% |
$199K - $273K
|
124K
$30.4M
|
|
|
Jul 20, 2022
Q2 2022
|
Bullseye Investment Management, LLC
|
SELL
|
- |
-1.53KClosed |
$199K - $274K
|
0
$0
|
|
|
Aug 15, 2022
Q2 2022
|
Collaborative Wealth Managment Inc.
Lake Mary, FL |
SELL
|
- |
-1.54K- 5.25% |
$200K - $274K
|
27.7K
$6.8M
|
|
|
Aug 15, 2022
Q2 2022
|
Brookmont Capital Management
Dallas, TX |
SELL
|
- |
-1.54KClosed |
$200K - $274K
|
0
$0
|
|
|
Jul 22, 2022
Q2 2022
|
O'Brien Wealth Partners LLC
|
SELL
|
- |
-1.55K- 5.73% |
$201K - $276K
|
25.4K
$6.25M
|
|
|
Jul 11, 2022
Q2 2022
|
Mjp Associates Inc
|
SELL
|
- |
-1.55K- 1.62% |
$201K - $276K
|
93.8K
$23M
|
|
|
Aug 15, 2022
Q2 2022
|
Estabrook Capital Management
New York, NY |
SELL
|
- |
-1.55K- 0.6% |
$201K - $276K
|
255K
$62.7M
|
|
|
Aug 15, 2022
Q2 2022
|
Scholtz & Company, LLC
Stamford, CT |
SELL
|
- |
-1.55K- 8.15% |
$201K - $276K
|
17.5K
$4.29M
|
|
|
Jul 11, 2022
Q2 2022
|
Affinity Capital Advisors, LLC
|
SELL
|
- |
-1.56K- 0.57% |
$203K - $278K
|
270K
$66.4M
|
|
|
Jul 18, 2022
Q2 2022
|
Clean Yield Group
|
SELL
|
- |
-1.56K- 1.85% |
$203K - $278K
|
82.8K
$20.3M
|
|
|
Aug 04, 2022
Q2 2022
|
Cavalier Investments, LLC
|
SELL
|
- |
-1.56K- 18.59% |
$203K - $279K
|
6.85K
$1.68M
|
|
|
Aug 01, 2022
Q2 2022
|
Chelsea Counsel CO
|
SELL
|
- |
-1.57K- 1.25% |
$204K - $280K
|
124K
$30.5M
|
|
|
Aug 15, 2022
Q2 2022
|
Lowery Thomas, LLC
San Francisco, CA |
SELL
|
- |
-1.57K- 37.04% |
$204K - $280K
|
2.67K
$655K
|
|
|
Aug 03, 2022
Q2 2022
|
Bedell Frazier Investment Counseling, LLC
|
SELL
|
- |
-1.58K- 0.85% |
$205K - $281K
|
184K
$45.2M
|
|
|
Aug 02, 2022
Q2 2022
|
Hardman Johnston Global Advisors LLC
|
SELL
|
- |
-1.58K- 0.51% |
$205K - $282K
|
308K
$75.7M
|
|
|
Apr 06, 2023
Q2 2022
|
Silverlake Wealth Management LLC
Williston, VT |
SELL
|
- |
-1.59K- 2.88% |
$206K - $283K
|
53.4K
$13.1M
|
|
|
Aug 08, 2022
Q2 2022
|
Kistler Tiffany Companies, LLC
Berwyn, PA |
SELL
|
- |
-1.59K- 1.48% |
$206K - $283K
|
106K
$26M
|
|
|
Jul 28, 2022
Q2 2022
|
Wfa Of San Diego, LLC
|
SELL
|
- |
-1.59K- 2.23% |
$207K - $284K
|
69.7K
$17.1M
|
|
|
Aug 11, 2022
Q2 2022
|
Nicollet Investment Management, Inc.
Minneapolis, MN |
SELL
|
- |
-1.6K- 0.82% |
$208K - $285K
|
193K
$47.3M
|
|
|
Aug 01, 2022
Q2 2022
|
Meitav Dash Investments LTD
|
SELL
|
- |
-1.6K- 0.24% |
$208K - $285K
|
662K
$162M
|
|
|
Aug 16, 2022
Q2 2022
|
Alaethes Wealth LLC
Glenbrook, NV |
SELL
|
- |
-1.6K- 2.34% |
$208K - $285K
|
66.8K
$16.4M
|
|
|
Aug 10, 2022
Q2 2022
|
Summit Asset Management, LLC
Memphis, TN |
SELL
|
- |
-1.61K- 3.49% |
$209K - $287K
|
44.4K
$10.9M
|
|
|
Jul 21, 2022
Q2 2022
|
Culbertson A N & CO Inc
|
SELL
|
- |
-1.61K- 0.73% |
$209K - $287K
|
220K
$53.9M
|
|
|
Jul 21, 2022
Q2 2022
|
Covenant Asset Management, LLC
|
SELL
|
- |
-1.61K- 1.23% |
$209K - $287K
|
130K
$31.8M
|
|
|
Jul 26, 2022
Q2 2022
|
Legacy Wealth Planning, LLC
|
SELL
|
- |
-1.62K- 5.68% |
$210K - $289K
|
26.9K
$6.59M
|
|
|
Jul 12, 2022
Q2 2022
|
Rothschild Investment Corp
|
SELL
|
- |
-1.63K- 0.46% |
$211K - $290K
|
349K
$85.8M
|
|
|
Aug 15, 2022
Q2 2022
|
Harris Associates L P
Chicago, IL |
SELL
|
- |
-1.64K- 0.97% |
$213K - $292K
|
168K
$41.2M
|
|
|
Aug 04, 2022
Q2 2022
|
Angeles Wealth Management, LLC
|
SELL
|
- |
-1.65K- 1.76% |
$214K - $294K
|
91.7K
$22.5M
|
|
|
Jul 22, 2022
Q2 2022
|
Edge Wealth Management LLC
|
SELL
|
- |
-1.65K- 0.73% |
$215K - $295K
|
225K
$55.3M
|
|
|
Aug 09, 2022
Q2 2022
|
Summitry LLC
Foster City, CA |
SELL
|
- |
-1.66K- 6.02% |
$216K - $296K
|
25.9K
$6.35M
|
|
|
Jul 26, 2022
Q2 2022
|
Palladiem, LLC
|
SELL
|
- |
-1.66K- 25.55% |
$216K - $296K
|
4.84K
$1.19M
|
|
|
Nov 15, 2022
Q2 2022
|
Coastal Bridge Advisors, LLC
|
SELL
|
- |
-1.66K- 2.68% |
$216K - $297K
|
60.5K
$14.8M
|
|
|
Aug 03, 2022
Q2 2022
|
Keating Investment Counselors Inc
|
SELL
|
- |
-1.67K- 25.64% |
$217K - $297K
|
4.83K
$1.19M
|
|
|
Jul 27, 2022
Q2 2022
|
Iron Bridge Private Wealth, LLC
|
SELL
|
- |
-1.67K- 28.37% |
$217K - $298K
|
4.22K
$1.04M
|
|
|
Aug 16, 2022
Q2 2022
|
Formidable Asset Management, LLC
Cincinnati, OH |
SELL
|
- |
-1.68K- 0.71% |
$218K - $299K
|
234K
$57.4M
|
|
|
May 28, 2024
Q2 2022
|
Rockbridge Investment Management, Lcc
Syracuse, NY |
SELL
|
- |
-1.68K- 6.07% |
$218K - $299K
|
25.9K
$6.37M
|
|
|
Aug 11, 2022
Q2 2022
|
Wealth Shield Partners, LLC
Cary, NC |
SELL
|
- |
-1.68K- 2.59% |
$219K - $300K
|
63.2K
$15.5M
|
|
|
Aug 05, 2022
Q2 2022
|
Concorde Asset Management, LLC
|
SELL
|
- |
-1.69K- 14.81% |
$219K - $301K
|
9.69K
$2.38M
|